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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,257 | $198,457-35.9% | $170,435-25.3% | $147,586-13.8% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 16.19% | 257.30%-241.1pp | 205.94%-189.7pp | 578.59%-562.4pp |
| Employer contribution / active EE | $6,606 | $6,183+6.8% | $5,432+21.6% | $4,876+35.5% |
| Participant deferral / active EE | $6,847 | $5,629+21.6% | $4,939+38.6% | $5,439+25.9% |
| Admin fee / account holder | $75 | $16,852-99.6% | $13,881-99.5% | $10,886-99.3% |